Diversify Advisory Services, LLC Portfolio Holdings

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025

Diversify Advisory Services, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.16 Trillion distributed in 913 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $209B, Nvidia Corp with a value of $209B, Invesco Qqq Trust, Series 1 with a value of $106B, Invesco ETF Tr Ii Sr Ln ETF with a value of $91B, and Apple Inc. with a value of $90.6B.

Examining the 13F form we can see an increase of $180B in the current position value, from $2.98T to 3.16T.

Diversify Advisory Services, LLC is based out at Sandy, UT

Below you can find more details about Diversify Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.16 Trillion
Technology: $699 Billion
Financial Services: $168 Billion
Communication Services: $165 Billion
Consumer Cyclical: $131 Billion
Healthcare: $94.6 Billion
Industrials: $68.7 Billion
Consumer Defensive: $64.8 Billion
Energy: $41.7 Billion
Other: $74.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.5B
$1.57 Billion 0.05% of portfolio
90,472
Q4 2025 Added 1.32%
$0
$1.68 Billion 0.05% of portfolio
85,157
Q4 2025 Added 30.9%
$159B
$1.56 Billion 0.05% of portfolio
2,856
Q4 2025 Reduced 6.08%
$114B
$1.46 Billion 0.05% of portfolio
5,884
Q4 2025 Added 10.04%
Bank America Corp
-
$1.5 Billion 0.05% of portfolio
-
Q4 2025 Added 6.63%
$12.6B
$1.57 Billion 0.05% of portfolio
84,519
Q4 2025 Added 2.59%
$0
$1.48 Billion 0.05% of portfolio
48,936
Q4 2025 Added 25.14%
American Healthcare Reit Inc
-
$1.59 Billion 0.05% of portfolio
-
Q4 2025 Reduced 2.49%
$0
$1.46 Billion 0.05% of portfolio
47,881
Q4 2025 Reduced 26.4%
$0
$1.6 Billion 0.05% of portfolio
39,020
Q4 2025 Reduced 11.36%
$4.31B
$1.58 Billion 0.05% of portfolio
81,861
Q4 2025 Added 0.95%
Brookfield Renewable Corp
-
$1.43 Billion 0.05% of portfolio
-
Q4 2025 Added 0.86%
$279B
$1.56 Billion 0.05% of portfolio
6,657
Q4 2025 Reduced 12.89%
$152B
$1.54 Billion 0.05% of portfolio
5,377
Q4 2025 Reduced 50.1%
$5.51B
$1.56 Billion 0.05% of portfolio
84,192
Q4 2025 Added 22.35%
$0
$1.66 Billion 0.05% of portfolio
12,413
Q4 2025 New
$14B
$1.46 Billion 0.05% of portfolio
20,774
Q4 2025 Reduced 16.26%
$0
$1.56 Billion 0.05% of portfolio
69,555
Q4 2025 Reduced 2.01%
Blackrock Inc
-
$1.48 Billion 0.05% of portfolio
-
Q4 2025 Reduced 1.55%
$76.2B
$1.47 Billion 0.05% of portfolio
4,269
Q4 2025 Reduced 16.33%
$120B
$1.63 Billion 0.05% of portfolio
58,599
Q4 2025 Added 17.73%
$6.09B
$1.55 Billion 0.05% of portfolio
97,484
Q4 2025 Added 30.09%
$0
$1.48 Billion 0.05% of portfolio
7,420
Q4 2025 Reduced 43.66%
$113B
$1.69 Billion 0.05% of portfolio
17,200
Q4 2025 Reduced 3.53%
$0
$1.54 Billion 0.05% of portfolio
24,991
Q4 2025 Reduced 5.61%
$0
$1.45 Billion 0.05% of portfolio
36,589
Q4 2025 New
$0
$1.42 Billion 0.05% of portfolio
29,978
Q4 2025 Reduced 12.62%
$0
$1.45 Billion 0.05% of portfolio
28,454
Q4 2025 Reduced 22.94%
$65.7B
$1.71 Billion 0.05% of portfolio
20,268
Q4 2025 Added 16.02%
$0
$1.64 Billion 0.05% of portfolio
5,963
Q4 2025 Added 93.1%
$10.3B
$1.73 Billion 0.05% of portfolio
38,584
Q4 2025 Added 2.24%
$0
$1.47 Billion 0.05% of portfolio
24,618
Q4 2025 Added 4.56%
$0
$1.65 Billion 0.05% of portfolio
19,820
Q4 2025 Added 3.69%
$12B
$1.46 Billion 0.05% of portfolio
7,654
Q4 2025 Added 14.91%
$55.9B
$1.49 Billion 0.05% of portfolio
1,620
Q4 2025 Added 2.6%
$21.2B
$1.45 Billion 0.05% of portfolio
2,185
Q4 2025 Added 9.96%
$103B
$1.56 Billion 0.05% of portfolio
19,795
Q4 2025 Added 8.16%
$49.5B
$1.42 Billion 0.05% of portfolio
9,132
Q4 2025 Added 23.44%
$132B
$1.46 Billion 0.05% of portfolio
7,196
Q4 2025 Added 78.21%
$33.8B
$1.28 Billion 0.04% of portfolio
2,323
Q4 2025 Added 38.6%
$0
$1.17 Billion 0.04% of portfolio
26,876
Q4 2025 Added 124.4%
$57.4B
$1.39 Billion 0.04% of portfolio
1,950
Q4 2025 Added 3.28%
$68.7B
$1.39 Billion 0.04% of portfolio
12,961
Q4 2025 Added 30.68%
$8.94B
$1.36 Billion 0.04% of portfolio
3,422
Q4 2025 Added 21.13%
$1.48B
$1.25 Billion 0.04% of portfolio
32,389
Q4 2025 Added 4.1%
$0
$1.42 Billion 0.04% of portfolio
9,108
Q4 2025 Added 8.74%
$3.83B
$1.34 Billion 0.04% of portfolio
15,367
Q4 2025 Added 87.17%
$168B
$1.22 Billion 0.04% of portfolio
14,558
Q4 2025 Added 5.78%
Msc Income Fund Inc
-
$1.2 Billion 0.04% of portfolio
-
Q4 2025 Added 4.57%

Summary

  • Portfolio
  • No. of Stocks 913
  • Current Value $3.16 Trillion
  • Prior Value $2.98 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 107 stocks
  • Additional Purchases 429 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 339 stocks
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